Customer Relationship Management Software and their Important Features

Customer Relationship Management (CRM) software is one of the important tool that can help you and your business to manage and grow faster. The information in regard of company sales targets, sales person prudent sales targets, managing leads effectively, sales follow-ups, sales quotations, sales forecast, analysing causes for winning and loosing business, communication history of sales leads, daily sales report, managing customers, client follow-ups, automated service / product reminders to clients, cross selling to clients and too more is done in a online CRM software.

These are highlights Features:

Sales Target:- Revenue wise sales target

• Sales person wise sales target
• Sales Lead Management

Lead Management:- Leads through a website and other social or internet marketing methods

• Leads through a call centre, e-mail, exhibitions and other marketing activities
• Importing leads
• Status, Stages & Categorising of leads
• Assigning leads manually or Round robin
• Expected Business and Close date of leads
• Sales Lead follow up (via call, email, meeting and sms)
• Communication history with leads and previous activity

Related: What's Lead Management and how to turn your insight into potential Lead

Sales Quotations:- Create and send quotations via email

• Quotation approval flow / yard stick

• Quotation status, stages & categorising
• Share quotations with collaborators
• Communication history for that quotation / client
• Reuse quotations for same clients or others

• Versions of quotations

• Attach bills, Purchase orders etc

• Follow up quotations via call, email, meeting and sms

• Order acceptance template if required

• Sales forecasting

Related: Quotation Management Software & their benefits

Clients:- Add and manage the clients

• 360 degree view point of client

• Details of Products / Services used by your clients

• Service / Payments reminders to clients

• Multiple branches, contacts of a company

Email:- Send email campaigns to leads & clients and varied categories

• Send offers , wishes , promotions etc to leads and clients

Related: Online CRM Software India

Contact Management:- Add multiple contacts to leads & clients

• No duplication of contact details

Reports:- Sales target reports

• Lead management reports
• Quotation management reports
• Daily, weekly & monthly sales report
• Sales performance reports
• Overall reports

These are the important feature of CRM Software that can speed up your business and maximize sales and marketing productivity.